Henry Lartigue

Part of CI Financial Corp., Corient Private Wealth LLC is a company that provides investment advice. The company is based in Miami, FL.

Avalon Advisors LLC, do-business-as Avalon Investment & Advisory (Avalon), is a wealth management firm and SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded in 2001 by Henry Lartigue, Willie Langston and Kevin Lilly. They were acquired in 2023 by CI Financial Corp. (TSX: CIX) in Canada through its indirect subsidiaries. Avalon provides both discretionary and non-discretionary investment advice, asset allocation and related services to high net-worth separate account clients and institutional investors. The firm also acts as investment manager for several privately placed pooled investment funds.

Avalon Advisors LLC (Private Equity) (Avalon Advisors) is a private equity firm founded in Founded in 2001. The firm is headquartered in Houston, Texas.

Part of JPMorgan Chase & Co., JPMorgan Fleming Asset Management (USA), Inc. provides investment advice. The company is based in Wilmington, DE. The CEO of the company is Paul T. Bateman.

Kinkaid School, Inc. operates schools. It provides educational services along with social development, athletic participation, and arts and ethical behavior. The company was founded by Margaret Hunter Kinkaid in 1906 and is headquartered in Houston, TX.